Montag & Associates’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-87
| Closed | -$6.39K | – | 951 |
|
|
2025
Q1 | $6.39K | Hold |
87
| – | – | ﹤0.01% | 826 |
|
|
2024
Q4 | $6.26K | Hold |
87
| – | – | ﹤0.01% | 824 |
|
|
2024
Q3 | $6.54K | Hold |
87
| – | – | ﹤0.01% | 854 |
|
|
2024
Q2 | $6.27K | Hold |
87
| – | – | ﹤0.01% | 808 |
|
|
2024
Q1 | $6.32K | Hold |
87
| – | – | ﹤0.01% | 798 |
|
|
2023
Q4 | $6.4K | Sell |
87
-1
| -1% | -$74 | ﹤0.01% | 803 |
|
|
2023
Q3 | $6.11K | Hold |
88
| – | – | ﹤0.01% | 786 |
|
|
2023
Q2 | $6.36K | Buy |
88
+87
| +8,700% | +$6.29K | ﹤0.01% | 799 |
|
|
2023
Q1 | $38 | Hold |
1
| – | – | ﹤0.01% | 918 |
|
|
2022
Q4 | $37 | Sell |
1
-30
| -97% | -$1.11K | ﹤0.01% | 945 |
|
|
2022
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 808 |
|
|
2022
Q2 | $2K | Sell |
31
-484
| -94% | -$31.2K | ﹤0.01% | 764 |
|
|
2022
Q1 | $41K | Sell |
515
-100
| -16% | -$7.96K | ﹤0.01% | 593 |
|
|
2021
Q4 | $52K | Sell |
615
-100
| -14% | -$8.46K | ﹤0.01% | 561 |
|
|
2021
Q3 | $61K | Hold |
715
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $61K | Sell |
715
-516
| -42% | -$44K | ﹤0.01% | 525 |
|
|
2021
Q1 | $104K | Sell |
1,231
-343
| -22% | -$29K | 0.01% | 464 |
|
|
2020
Q4 | $139K | Buy |
+1,574
| New | +$139K | 0.01% | 412 |
|